Curriculum Vitae Herrington J. Bryce

January 2021 Address: The Raymond A. Mason School of Business P.O. Box 8795 The College of William and Mary, Williamsburg, VA 23187 TELEPHONE: 757-221-2856; FAX: 757-221-2884 EMAIL: [email protected]

Current Position: Life of Virginia Professor of Business Administration Visiting Scholar the Blavatnik School of Government, Oxford University, May to December 2020

Education: Ph.D. Economics, Syracuse University, Maxwell School B.A. Economics and Sociology (majors) History and Political Science (minors), (with honors) Minnesota State University CLU and ChFC, the American College, underwriting, financial planning, securities and interstate Series 63 and 22 the Security and Exchange Commission, 1984.

Teaching: School of Business Administration, College of William & Mary, Williamsburg, VA 1986 to present University of , College of Human Ecology, 1983-84 Director of Budgeting, Financial and Legal Systems, the University of Maryland Graduate School, University College 1984-86 Catholic University of America, U.S. Congress and the Cities, summer, 1982 Fellow, Harvard University, Land-use planning, fall 1978 Lecturer, Massachusetts Institute of Technology, Department of Urban Planning 1972-73 Assistant Professor, Clark University, Worcester, Massachusetts, (public finance and micro economics), 1967-69

Research: President, Carlogh Corporation 1984-1986, a national life, health, credit disability and annuity brokerage representing several companies in several states.

President National Policy Institute, a for-profit distribution and dissemination center for research in labor sponsored by the U.S. Department of Labor, and Publisher of SPOTLIGHT 1980-84, an employment R&D magazine.

Vice President of Research and Washington Operations, 1977-80. The Academy of State and Local Governments (formerly the Academy for Contemporary Problems). The Academy is owned and operated on behalf of the National Association of Governors, the National League of cities, the U.S Conference of Mayors, the Council of State Governments, the National Conference of State Legislatures, the International City Management Association, and the National Association of County Officials. This involved overseeing research and interacting with the top officials in the executive branch—most closely HUD—at the state and local governments, and coordinating and preparing an annual roundtable of leading scholars and government officials on the findings and opinions on leading urban issues for the President’s and Secretary’s annual urban report. I also participated in a small group that prepared the Humphrey-Hawkins bill which made the Federal Reserve responsible for considering a goal of full-employment in monetary policy. In that role as well as in my previous roles, I testified several times before congress including on the proposal for developing and urban development bank

Director of Research, Joint Center for Political and Economic Studies 1973-76. The Joint Center is a Ford-Foundation funded public policy center. In this capacity, I represented state and local government interests at the top levels of the executive branch, before the U.S. congress, and interacted directly with Black and other disadvantaged elected officials at all levels, and oversaw the national census of such officials at all levels across all states which was the exclusive source of such numerical information for the national press, and for the U.S. Bureau of the Census.

Senior Research Staff Economist, at the Urban Institute, 1967-76-1972-73. This is a public policy research organization. In this role, I participated as part of a three-person team that evaluated community development corporations on behalf of the Ford Foundation. The principal purpose was to provide intelligence for what later become the foundation’s major investment in local community investments—essentially their created development bank—the local initiative support corporation—to funding nonprofit commercial centers, residences, and supporting amenities.

Economist. The National Planning Association, 1966-67. The National Planning Association is one of the oldest centers focusing on research in regional economics.

Honors and Awards:

Visiting Scholar and Practitioner, Blavatnik School of Government, Oxford University, May- December 2020

Thomas Ashley Graves, Jr. Award for Sustained Excellence in Teaching, College of William and Mary, 2006

Charles H. Levine Memorial Book Award, 2006

BBA Teaching Award, 2004

Fulbright Lecture Award by Embassy of the United States of America

(Cyprus), 2002 Dean’s Undergraduate Teaching Award, 2002

Named Honorary Member, Golden Key 2001

BBA Faculty Excellence Award, 1997

Dean's Undergraduate Teaching Award, 1996

BBA Faculty Excellence Award, 1995

WHO IS WHO IN AMERICAN INDUSTRY AND FINANCE. 1994

WHO IS WHO IN THE WORLD. Spring 1994, 1995

Visiting Scholar, National Academy for Public Administration.

Fellow, Harvard University, Institute of Politics, John F. Kennedy School of Government, 1978.

Economic Policy Fellow, The Brookings Institution, 1970-71.

NATO Fellow, Louvain-la-Neuve, Belgium, 1979

Commencement speaker: Pennsylvania State University, Behrend College, 1980.

Commencement Speaker: Minnesota State University 1982

Distinguished Alumnus and Achievement Award, Minnesota State University 1982.

Service:

Presentation to parents on behalf of the Parents Association and the Division of Student Association on Family Weekend. Topic: "We Paid Tuition Too" 2006

Keys to the City of Atlanta, 1975.

Keys to the City of New Orleans, 1976.

Outstanding Service U.S. Bureau of the Census, for research on the fiscal impact of the population undercount and service on the Census of populations Advisory Council, 1985

Appreciation:

Sculpture, National Research Council, for membership on the advisory council on the Built Environment 1983

Merit Award, National Association of Towns and Townships, for books, conferences and radio programs and service on advisory board 1981

Achievement Award, Joint Center for Political and Economic Studies 1976

Guest, White House Correspondents' Association Dinner U.S. News and World Report, 1976and 1977

Minority Administrator of the Year, Conference of Minority Public Administrators, 1976

Outstanding Leadership on Key issues of Human Freedom Affecting All Americans, BHA Bicentennial Committee, 1975

Civic:

One of Montgomery County's Outstanding Black Citizens, Montgomery county Journal, February 7, 1984 Achievement Award, Dedicators, 1982

Honoree, Black Authors, University of the District of Columbia, 1980

Award for Philanthropy, Scholarship, and Service, The Dedicators, 2008,

Honor Graduate (cum laude), Mankato State University, 1960

Outstanding Graduate, Social Science, Mankato State University, 1960

Minnesota State Oratorical Association Winner, 1960

Who's Who Among Students in American Universities and Colleges, 1960 Beta Gamma Sigma (Business)

Omicron Delta Epsilon (Economics, Chapter Vice-President) Alpha Kappa Delta (Sociology) Tau Kappa Delta (Speech, Chapter President)

Courses Taught:

At William and Mary:

Cost Control, Risk Management, Business Policy, Corporate Financial Strategy, Cost Administration, Business and Society, Nonprofit Finance and Management Educational Finance (School of Education), Returned to Investors, Corporate Tax, Bankruptcy

Nonprofit Finance (taught jointly in the graduate program, public policy, and law

Introduction to Nonprofits taught as part of introduction of first semester undergraduates to business and its usefulness outside of the firm

Selected Contracts:

German Marshall Fund, Negotiation of Contract in Berlin and London for international study of urban economics. ($25,000; $600,000)

Ford Foundation: Joint Center for Political Studies. ($175,000) U.S. Department of Labor: Dissemination of Labor Market Research. ($250,000).

U.S. Department of Housing and Urban Development: Comprehensive Study of the Community Development Block Grant for President's Report to Congress ($700,000).

RESEARCH: Refereed Papers:

“Creating Special Purpose Nonprofits to Lessen the Cost of Public Infrastructure,” Public Works Management and Policy, pp. 1-24. Online DOI 10 1177/1087724X18813539, December 2018

"Polycentric Governance, Capital Markets, and NGOs as Regulatory Bodies: Expanding the Scope of Ostrom's Understanding Institutional Diversity", Politics and Policy, Vol. 40, Issue 3, pp 519-535, June 2012

"NGOs as Alternatives to Nationalization, Leasing, and Other Forms of Utilization of Public Assets in Developing Countries: Case and Commentary", Politics and Policy, 2009, pp 1083- 1091.

"Trust in Government: A By-Product of NGO Intervention in the Public Policy Process", Journal of Public Administration, Vol. 32, 2009, pp. 951-969

"Public Policy Rules and Norms in the Choice of Nesting Place of a Social Enterprise: Firm or Nonprofit", Journal of Entrepreneurship and Public Policy, Vol. 3, #2 October 2014, pp. 237- 253. "Trust in Government: A By-Product of NGO Intervention in Public Policy" International Journal of Public Administration. Vol. 32, No. 11, September 2009, 251-269.

"NGOs as Alternatives to Nationalization, Leasing, and Other Forms of Utilization of Public Assets in Developing Countries: A Case and Commentary" in Politics and Policy, 2009, Vol. 37, No.5, pp. 1083-1091.

"The Public’s Trust in Nonprofit Organizations: The Role of Relationship Marketing and Management, California Management Review, Vol. 49, #4, summer 2007. See also Harvard Business School Publishers Online and the Encyclopedia Britannica: http:I/www.britannica.com/bps/additionalcontent/18/25995885/The-Pub/ics-Trust-in-Non profit- Organizations-THE-ROLE-OF-RELATJONSHIP-MARKETING-AND-MANAGEM ENT.

"Nonprofits as Social Capital and Agents in the Public Policy Process: Toward a New Paradigm," Nonprofit Voluntary Sector Quarterly. March 26, 35, No.2, pp. 311-318.

"A Common, Global Framework of Nonprofits as Players in Civil Society" International Journal of Nonprofit Law, Vol. 8, Issue 1, November 2005 (an electronic journal, no page numbers).

"The Authority as a Mechanism for Public Enterprise: United States Experience." International Review of Public Administration, Vol. 6, Number 1, June 2001, pp. 11-19.

"Capacity Considerations and Community Benefit Expenditures of Nonprofit Hospitals," Health Care Management Review, Vol. 26, Number 3, summer 2001, pp. 24-39.

"Unintended Budgetary Consequences of Devolution and Decentralization in Cherepovets Raion, Russia," Public Administration Quarterly, Vol24, No. 1, spring 2000, pp. 25-46.

"Measuring Liquidity in the Life Insurance Industry," Journal of the American Society of CLU & ChFC, January 1994, Vol. XLVIIII, No.1, pp. 58-63.

"Profitability of HMOs: does non-profit status make a difference?" Health Policy, Vol. 28, 1994, pp. 197-210.

"Eligibility Criteria:" Proceedings of the American Statistical Association, 1981, pp. -94.

"The Impact of the Undercount of State and Local Government Transfers," Proceedings of the Conference on Census Undercount, U.S. Bureau of the Census, 1980, pp. 112-124.

"Interstate Migration of Labor-Force Age Population," Industrial and Labor Relations Review, vol. 22, July 1969. Co-authored by David Bramhall, pp. 576-583.

"Reply on Interstate Migration of Labor Race Age Population," Industrial and Labor Relations Review, fall 1971, pp. 246-251. "Alternative Policies for Increasing the Earnings of Migratory Farm Workers," Public Policy. Spring 1970, pp. 413-428. Reprinted in: Migrant and Seasonal Farmworker Powerlessness .The Subcommittee on Migratory Labor of the Committee on Labor and Public Welfare, United States Senate, part 7-B, April 15, 1970, pp. 4707-4724; in The Review of Black Political Economy, Fall/Winter, 1970, pp. 68-82; and by the New York State Center for Migrant Studies.

"Regional Earnings Differentials in a Small Developing Country: The Republic of Panama," Journal of Regional Science, Volume 9, December 1969, pp. 405-415.

"On Identifying the Maximum Socio-Economic Gaps Between Regions at Different Levels of per Capita Income," Socio-Economic Planning Sciences, volume 7, 1973 pp. 161-173. Reprinted by the Urban Institute, Washington, D.C. 1973.

"Problems of Policy Management and Implementation by Local Government," Public Administration Review. Special Issue December 1975, pp. 812-818. Reprinted in Lawrence C. Howard, Lenneal J. Henderson, Jr., and Deryl G. Hunt, Public Administration and Public Policy: A Minority Perspective, (Pittsburgh, Penn: public Policy press, 1977), pp. 63-76.

"Small Cities Capital Crunch, "Electric Perspectives (Washington, D.C.): Edison Electric Institute, Summer 1982, pp. 37-44.

"Housing Problems of Black mayor Cities" (with Gloria Cousar and William McCoy) The Annals of the American Academy of Political and Social Science, September 1978, pp. 80-89.

Contributions to books:

"Players in the Public Policy Process: Nonprofits as Social Capital and Agents/ (2nd, ed. Palgrave-Macmillan) 2012

"Rational Nonconformity with Ethical Standards in Fundraising by Nonprofit Managers," Scott Quattro and Ronald R. Sims, editors, Executive Ethics, (Information Age Publishing, North Carolina, 2008).

"What the New Nonprofit Leaders Should Learn About Finance: Beyond-Fundraising and Accounting" Leadership: Succeeding in the Private and Non-for-Profit Sectors. Ronald R. Sims and Scott Quattro, editors, M.E. Sharpe, (Armonk, NY 2004).

"Ten Principles to Guide the Nonprofit" in John J. Hampton, (ed.) AMA Management Handbook, (3rd edition), (New York: AMACOM, American Management Association, 1994), pp. 1625-1627.

"Introduction" in John J. Hampton (ed.) AMA Management Handbook, (3rd. Edition), (New York: AMACOM, American Management Association, 1994, pp. 1601-1602. "Social Mobility and Economic Growth Structure," (co-authored by S.M. Miller) Kolner Zeitschrift Fur Sociologie Und Sozilpsychologie, Sounderheft 5, 1961, pp. 303-315. Reprinted in Faunce and Form, Comparative Perspectives in Industrial Society (Boston: Little, Brown and co., 1969, pp. 191-201.

"The Energy Crisis and Urban Form,'' in Pierre LaConte, John Gibson, and A. Rapport-, (eds.) Human Energy Factors in Urban Planning. (New York: Martinus Nijhoff Publishers, 1982).

"The State of Urban America, 11 The Situation in Urban America: A Spring 1982 Report (Washington, D.C. The National Urban Coalition, 1982).

"Characteristics of Growing and Declining Cities.. in Herrington J. Bryce (ed.), Small Cities in Transition: The Dynamics of Growth and Decline pp. 29-48.

"Planning the Needs of Small Cities,'' with Gloria Cousar and Stephanie Fain in Herrington J Bryce (ed.), Small Cities in Transition: The Dynamics of Growth and Decline pp. 315-330.

"Summing Up: Adjustment to Growth and Decline, Population Size and Production Diversification", in Herrington J. _Bryce (ed.) Small Cities in Transition: The Dynamics of Growth and Decline pp. 331-336.

"Trends in Central-City Employment," with Seymour Sacks, in Herrington J. Bryce (ed.) Revitalizing Cities pp. 3-12.

"The Impact of Census Errors on the Revitalization Efforts of Cities," in Herrington J. Bryce (ed.) Cities and Firms, pp. 47-56.

"Introduction: survey of Police View on Crime" in Herrington J. Bryce (ed.) Black Crime: a Police View, pp. l-20

"Black Urban Settlement Patterns: Trends and Prospects," with Ernest Erber and Phillip L. Clay, in Irene Tinker & Mayra Buvinic eds.) The Many Facets of Human Settlements: Science and Society, (New York: Prgamon Press, I 977) pp. 157-172.

"The Fiscal Relationship Between Southeast Michigan and the Federal Government," (with William Oakland and William Testa), in Financing the metropolis, Kent Methewson and William B. Neenan (eds.) (New York: Praeger, 1980), pp. 368-409.

"Occupational Forecasting," in Robert E. Taylor, Howard Rosen and Frank C. Patzner, ed. Responsiveness of Training Institutions to Changing Labor Market Demands, (Columbus, Ohio: Ohio State University, 1983), pp. 71-77.

"The Farmers Home Administration Housing Program," Housing the Poor, Donald Reeb and James Kirk (eds.), Praeger, 1973, pp. 180-191. "Black Women in Electoral Politics," A Portrait of Marginality; The Political Behavior of American Women, Marily Githens and Jewel Prestige (eds.) (New York: David McKay, January 1977), p. 395-400. Tables Reproduced by U.S. Census in Socio Economics. Conditions of Blacks in the United States, 1974. Reprinted Black Scholar, Vol. 6, No. 2, 1974 and Focus, Joint Center for Political Studies, August 1973 (with Alan Warrick).

Books Written:

Nonprofits as a Policy Solution to the Burden of Government (Mass. deGruyter, 2017) Financial and Strategic Management of Nonprofits Organizations (Mass. deGruyter, 2017) Process: Nonprofits as Social Capital and Agents Players in the Public Policy, (New York: Palgrave Macmillan, 27

Players in the Public Policy Process: Nonprofits as Social Capital and Agents, (New York: Palgrave Macmillan, 2005).

Financial and Strategic Management for Nonprofit Organizations (Prentice Hall: 1986) 1st ed., 395 pp. and 2nd ed. (1992) 625 pp., third edition, Jossey Bass, (2000) 820pp.

Planning Smaller Cities (Lexington: Massachusetts, Lexington Books, D.C. Heath, 199 and second printing 1980), 214 pages. This book, which is a survey of over 500 cities, was nominated for the Brownlow Award by Lexington Books. It is included among the recommended readings of the American Planning Association. Review may be seen by Jean Gottman (Oxford University) in Town Planning Review, (October 1981); Clarence Johnson (Kansas State) in the Journal of American Planning Association; David Kirk, Urban Studies, (September 1980); John Vogt (University of North Carolina), Resources in Review, October 1979.

Books Edited: (all original essays):

Small Cities in Transition: The Dynamics of Growth and Decline, ed. (Cambridge, Mass., Ballinger Pub. Co. 1979) Urban Studies, June 1979, American Political Science Review, June 1979.

Cities and Firms, ed. (Lexington: Massachusetts, Lexington Books, D. C. Heath, 1980) 219 pages. This book is on the recommended reading list of the American Planning Association. It is reviewed in Planning, April 1981, Environment and Planning, October 1982, and Southern Economic Journal, Vol. 50, 1983.

Revitalizing Cities, ed. (Lexington: Massachusetts, Lexington Books, D.C. Heath, 1980) 302 pages. Reviewed by Pierre Clave and Harvey Jacobs (Cornell) in Public Administration Review, January/February, 1981. Black Crime: A Police View, ed. (Joint Center for Political Studies, the Police Foundation and LEAA, 1976). The book was reprinted in its entirety by the U.S. Government Printing Office, 1978), pp. 165.

Urban Governance and Minorities, ed. (Praeger, 1976). Reviewed in Planning, August 1977 and listed reference, the White House Conference on Balanced National Growth, "Streamlining Government".

Articles in Non-refereed Proceedings:

"New Visions for Public Administration within the Context of the Polish Civil Service and Curriculum Standardization," Conference of the Polish Public Administration Society, Warsaw, Poland, November 3-4, 2005.

"The Nonprofit as Regulator of Financial Markets," Annual meeting of the International Association of Schools and Institutes of Administration, Seoul, Korea, July 18, 2004.

"Preface," Management in the Non-Profit Sector, {151 International Symposium, No. 22-24, The Management Center Lefkosa, North Cyprus), p. 1

"Organizing and Managing Nonprofits for Local Economic Development," Management in the Non-Profit Sector, (1st International Symposium, No. 22-24, The Management Center Lefkosa, North Cyprus), pp. 50-58.

"Empirical Studies Bearing on market for Migratory Workers: Current Status and Requirements," in the Proceedings of the Twenty-third Annual Writer Meeting, Industrial Relations Research Association Series, December 1970, pp. 21-28.

"The Promotion of Social Mobility," Transactions, Sixth World Congress of Sociology, IV, International Sociological Association, 1970: Louvain, Belgium Itinerie Nauwelaerts. Co- authored by S.M. Miller.

"Housing in the Future of Declining Small Cities," in Edward J. Miller and Robert P. Wolensky, (eds.) The Small City and Regional Community, (Stevens Point, Wisconsin: Foundation Press Inc., 1979), pp. 3-14.

“Prospects for Urban Revitalization,” Revitalizing the Cities, (Washington, D.C. Proceedings of General Consul's Conference, Federal National Mortgage Association• Federal Home Loan Mortgage Corporation, 1978), pp. 141-150.

"Priorities of the Cities: Problems of Urban Blacks," State of Black America: The Urban League News, spring 1977.

Non-refereed Publications:

"Due Diligence" Nonprofit Times, Oct. 15, 2002, p. 8.

"Financial Management for All Senior Managers" Nonprofit Times, February 15, 2002. p. 22.

"Closing Year-end Deals with Donors," NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 10, Issue 12, December 1998.

"Accounting for Gifts and Contributions," NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 10, Issue 12, December 1998.

"Beware of the Risks in Substantiation of Noncash Gifts," NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 10, Issue 12, December 1998.

“Combined Federal Campaign Deadline Nears,” NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 10, Issue 12, December 1998.

"Help for a One-Person Shop," NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 10, Issue 12, December 1998.

"Is This Contribution Deductible?" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 10, Issue 12, December 1998.

"Could Municipal Bonds Put You at Risk?" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 3, No 6, June 1998.

"Guide Star Links Donors, NPOs" NOT-FOR-PROFIT FINANCIAL STRATEGIES p.4. Vol.3, No 6, June 1998.

"Tired of Complicated Retirement Plans?" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 5. Vol. 3, No 6, June 1998.

"Exempt Status of Not-for-Profit Hospitals Scrutinized by States" NOT-FOR- PROFIT FINANCIAL STRATEGIES p. 6. Vol3, No 6, June 1998.

"Appreciated Property" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol 3. No. 6, June 1998 p. 8.

"KPMG's Vision of Not-for-Profit in the 21st Century" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 3, No.7, July 1998, p. 4.

"Employee or Independent Contractor?" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 3. Vol. 3, No.7, July 1998.

"Some NPOs Benefit from Bank Mergers" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 7. Vol. 3, No. 7, July 1998. "Time for Mid-term Assessments" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 7. Vol. 3, No.7, July 1998.

"Make the Most of Gifts of Appreciated Stocks" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 3, No.7, July 1998 p. 8.

"Is Your NPO at Risk for Fraud?" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 2, No.9, September 1998, p. 1

"Planning for New Rules on Allocating Joint Costs" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 1. Vol. 2, No.9, September 1998.

"Looking for a Way to Lower Your Administrative Cost?" NOT-FOR-PROFIT FINANCIAL STRATEGIES p.6. Vol. 2, No. 9, September 1998.

"Recycling Technology," NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 6. Vol. 2, No.9, September 1998.

"Technology Meets Philanthropy" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 7. Vol. 2, No. 9, September 1998.

"AICPA Watches the Web" NOT-FOR-PROFIT FINANCIAL STRATEGIES p. 7. Vol. 2, No. 9, September 1998.

"Single Audit Update" NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No. 10, Nov. 1998, p. 3.

"A Donor Bill of Rights" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 3, No. 10 Nov. 1998, p. 5.

"Should You File as a Lobbyist?" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 3, No 10, Nov. 1998, p. 5.

"The ASAE Takes Action on Lobbying" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol3, No. 10, Nov. 1998, p. 7.

"The Salvation Army" NOT-FOR-PROFIT FINANCIAL STRATEGIES Vol. 3, No. 10, Nov. 1998, p. 6.

"NPOs and the Russian Economy" NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No. 11 Nov. 1998, p. 1

"Time for 990s" NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No. 11, Nov. 1998, p. 4. "Working for Change on the Local Level," NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No. 11, Nov. 1998, p. 5.

"The Foundation Center: A Font of Information," NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No.11 Nov. 1998, p. 6.

"Combined Federal Campaign Deadline Nears," NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No. 11 Nov. 1998, p. 7.

"Building Small Communities through Community Facilities Loans" NOT-FOR-PROFIT FINANCIAL STRATEGIES, Vol. 3, No. 11 Nov. 1998, p. 6.

"Trustees vs. Scoundrels," National Association of Corporate Directors, July 1995, p. 9.

"Many Ask: What Are the Duties of Trusteeship?" Museum Trusteeship, September 1992, Vol. 6, No.4, p. 1.

''A Framework for Evaluating Your Organization at Mid-Year" Nonprofit Management Strategies, Vol. 11, No. 11, p. 1.

"Social Security Taxes: When Do You Pay?" Nonprofit Times, April 1993, p. 25.

“Ten Steps to Determine CEO Compensation Offered," The Nonprofit Times, May 1992. Reprinted in Museum Trusteeship, June 1992, p. 1 & 6. Reprinted in Trustee Quarterly, (association of Community College Trustees) fall 1992, pp. 12-13.

"The Liberally Educated Manager," Liberal Education, fall 1993, pp. 59-61.

“A Community College President’s Guide to Corporate Contributions," Leadership Abstracts, (League for Innovation in Community College), August 1993. Reprinted in Administrator, January 3, 1994, p. 2; Reprinted in Dimensions, May 1994, pp. 8-9.

"Have You Considered a Nonprofit Sector Job?” National Business Employment Weekly, April 17-23, 1992.

“Business Growth in Virginia," The Virginia Business Report, Report 315, October 1986.

"Your Health- A Personal Right or a Job Responsibility, The Virginia Business Report, No 318, February 1987.

"Joint Ventures for Affordable Housing," The Virginia Business Report, No. 326, October 1987.

"The Nonprofit Board of Directors," National Association of Corporate Directors, July/August 1988. “1990 Census,” Virginia Pilot, May 22, 1988. Pittsburgh Post-Gazette, The Virginia Business Report, Report #330, March 1988.

"Serving As Trustee for Nonprofits, The Corporate Board, January 1989, pp 23-25.

"Using Life Insurance as a Development Strategy for Middle-Income Donors” (Three part series) Donor Briefing, January/February 1989.

"New Directions in Development,” News, (Association of Lutheran development Executives) spring 1989, pp. 6-7.

"Joint Ventures or Strategic Alliances” William and Mary Business Review, fall 1989, pp. 2-8.

“New Directions in Development,” The Fund Raising Forum, (National Catholic Development Conference) July/August 1989.

"The President's Call to Volunteerism: A Challenge to Community Colleges," Community College Week, July 3, 1989.

"Blacks and Jobs in Changing America," Blacks, Demographic Change and Public Policy, (Washington, D.C., Joint Center for Political Studies1983).

"Mobilizing the Black Unemployed," American Demographics, vol. 5, No.7, July 1983.

"Planning and Democratic Capitalism," in The Future of Democratic Capitalism (Washington, D.C., Fraser/Ruder and Finn, August, 1976) pp. 1-6.

"Economy: 1975," New Directions Magazine, April 1975.

"How Far to Equality," Integrated Education, Issue 75, Vol. 13, May-June 1975, pp. 32-33.

"Black Mayors of Medium and Large Cities: How Much Statutory Power Do They Have?" Focus magazine, Joint Center for Political Studies, October 1974.

"Introduction," in Municipal Budgeting: A Primer for Elected Officials, by Jesse Birkhead and Paul Bringewatt (Washington, DC., Joint Center for Political Studies: April 1974).

"Black Economic Progress and Liberal Rhetoric," Commentary, August, 1973; reprinted in full under the title "Are Most Blacks in the Middle Class?" The Black Scholar, February, 1974 pp. 32-36; Focus, July 1974.

"Problems of Governing American Cities: The Case of Medium and Large Cities with Black Mayors," Focus magazine, Joint Center for Political Studies, August 1974.

Book Reviews and Comments: Review Essay: Polycentric Governance, Capital Markets, and NGOs a Regulatory Bodies: Expanding the Scope of Ostrom's Understanding Institutional Diversity, Vol. 40, Issue 3, June 2012, pp. 519-535. This is not the typical book review. It raises and then answers the question: Given Ostrom's treatment of fixed, boundary-encased, local and static resource as her rules for the action center, can one extend the argument to a dynamic, boundless activity center, where externalities are not incorporated in the actors, there is selfish but asymmetric access by an infinite number of actors and transactions and requiring monitoring and governance? What are the rules of polycentric governance and why is such governance important outside of the Ostrom's static framework? Are they germane to markets? I use the operation of the U.S. public capital market.

"Financing Nonprofits: Putting Theory into Practice: Edited by Dennis Young, Lanham, MD. Alta Mira Press (2006) pp. Nonprofit Voluntary Sector Quarterly, Vol. 36, 2007, 7 44-746.

Re-Entry of Women to the Labor Market after an Interruption in Employment, Administration Science Quarterly, June 1972, pp. 296-297.

Comments on the Literature of Black Economic Development, The Review of Black Political Economy, Summer 1971. The Negro Worker, by Ray Marshall in Review of Social Economy, March 1969.

Comments on "Who Needs the Negro?” Transaction, January/February 1965.

Small Monographs:

Establishing Financial Policies, National Center for Nonprofit Boards, Washington DC,, June 1966.

On the Economic Well-being of Blacks, (New York: The National Association for the Advancement of Colored People, 1980).

Managing Fiscal Retrenchment (Washington, D.C. Academy for Contemporary Problems and the Charles F. Kettering Foundation, 1980).

Population Policy and Urban Conservation, with Leo Penne, (Washington, D.C. National League of Cities, 1976).

The Economic Progress of Blacks after 200 Years, (The National Urban League, 1976).

Earnings of Migratory Farm Workers in Wayne County, New York, (Geneseo, New York: State University of College of Arts and Sciences, 1969).

School Dropouts: A Commentary and Annotated Bibliography, with Betty Saleem and S. M. Miller, (Syracuse, New York: Syracuse University Youth Development Center, 1964).

PROFESSIONAL SERVICE

Committees at William & Mary (past five years):

Curriculum Committee 2018 - present Athletic Policy Advisory Committee 2018- present University Steering Committee on Corporate Sponsorship 2018 - present Swem Board Emeritus 2015 – present Jefferson Award Selection Committee 2018 Planning Steering Committee (Provost and University) 2018 - William & Mary Sustainability Committee Academic Calendar Committee 2015-2016 Paul Blossom Teaching Committee 2019 College's Personnel Policies and Procedures Committee, 2010 to 2014 Presidential Search Committee, 2004 Chair, Medallion Committee, 1998-99 Faculty Advisor to MBA Case Team in Nonprofit Management National Case Competition, George Washington University 1997 and 1998. Teams placed 2nd in both years Member, Research Committee, Philanthropic Research Institute Chair, Finance and Resources Committee, Self-Study Chair, Personnel Committee, School of Business 90-91, 97-98 Faculty Steering Committee of the Public Policy Program Member Public Policy Program Committee Member Public Policy Cluster Committee Member, Friends of the Library Dean Search Committee, School of Business Search Committee, Director of Admissions Affirmative Action Committee President's Ad Hoc Advisory Committee Presenter (two seminars), Alumni Society, Homecoming, W&M, 1966 Co-moderator, Executive Forum on Nonprofits, College of William and Mary, 1989-90. Coordinator, Real Estate Seminars, (3 seminars), College of William and Mary, April26

Editorial:

Editor and writer, Not-for-Profit-Financial Strategies, a monthly for CEOs, CPAs, Trustees, and CFOs of nonprofit organizations, Harcourt Brace.

Special Editor: "Public Sector and Nonprofit Management" in John J. Hampton, (ed.) AMA Management Handbook, (3rd edition), (New York: AMACOM, American Management Association, 1994) p. 1601-1644.

Publisher: Spotlight (an R&D publication supported by the U.S. Department of Labor), 1980- 1982.

Social Policy, 1976 to Present

Commentary (Council for Urban Economic Development) 1980-90

Urban Concerns, 1979-1980

Publications Committee, American Society for Public Administration, 1980-82

Coordinator, National Urban Policy Roundtable Series, Lexington Books, D. C. Heath, 1977-91

Public Policy Committees in Jurisdictions and Outside of University

Guide Star Research Advisory Committee, 1997 to present Lecturer, International Board of Advisors, Republic of Georgia, 1997- Treasury Board, Commonwealth of Virginia, 1990-1994 State Retirement systems Review Board, 1991-1994 Board of Directors, National Council for Urban Economic Development (a national organization of economic development officials) The Atlantic Council (Management Advisory Board) Board of Directors, Bowie State College Foundation National Committee Against Discrimination in Housing President, Montgomery County Coalition for Equitable Representation in Government Mayor's Council of Economic Policy Advisors, Washington, D.C. Montgomery County Council Economic and Budget Strategy Committee, 1986 Mayor's Overall Economic Development Commission, District of Columbia, 1983 Advisory Board on the Built Environment, National Research Council (National Academy of Sciences) National Academy of Engineering, (National Institute of Medicine), 1982-1983 Vice Chairman, Coalition for Responsive Government, Montgomery County, Maryland, 1982. Census Advisory Committee on Population Statistics, U.S. Bureau of Census, 1981-1985 National Association of Towns and Townships, 1976-1984 Fiscal and Legislative Committee, Washington Board of Trade, 1980-1983 Economic Advisory Board, the NAACP, 1980-82 Mayor's Committee on Employment Statistics, District of Columbia, 1980-1981 Urban Economic Analysis Unit, National Urban League Coalition (Chair), 1980-1981 President Jimmy Carter's Report on National Growth and Development to the Congress of the United States, 1979-1980 Presidential Management Intern Program, 1979-80 U.S. Conference of Mayor's Institute for Urban and Regional Economic Analysis, 1979-1980 Charles F. Kettering Foundation and Academy for Contemporary Problems' National Urban Policy Roundtable (Coordinator), 1977-1978 Harriman College Research Advisory Committee, State University of New York, Stonybrook, 1978 U.S. Science and Technology for Development, Commission on International Relations, National Resource Council, 1978 Advisory Committee on the Urban Predicament, the Urban Institute, 1975-1976 Metropolitan Washington Council Government--Fiscal Study Group, 1975-1976 The Smithsonian Research Institute on Immigration and Ethic Studies Urbanization, Transportation and Communications Panel, the National Academy of Sciences Board of Directors, National Economic Association Council of the National Capital Area American Society for Public Administration, 1976-1977 Council of the National Capital Area Political Science Association, 1974-1975 Rand Corporation-National League of Cities-Kettering Foundation Study on Federal Impact on cities, 1977-1978 National Alternative Inner City Futures Project, Bureau of Social Science Research, 1977 Public Agenda Foundation, Daniel Yankelovich & Cyrus Vance, Panel on Inflation and Unemployment Study, 1976 President Gerald Ford's Report on National Growth and Development to the Congress of the U.S., 1976

Congressional Testimonies:

"Current Trends in Financing Small Cities," The 1978 Mid-year Review of the Economy, Hearings before the Joint Economic Committee of Congress, 95th Congress, July 19, 20, 25, 1978, pp. 687-696.

“Current Trends in Financing Small Cities,” Local Distress. State Surpluses. Proposition 13: Prelude to Fiscal Crisis or New Opportunities Hearings Before the Subcommittee on the City of the Committee on Banking, Finance and Urban Affairs House of Representative, Joint Economic Committee, July 25, 1978, pp. 92-119.

"Growth and Decline of Small Cities," Small Cities: How Can the Federal and State Governments Respond to their Diverse Needs? Hearings before the Subcommittee on the City, Committee on Banking, Finance and Urban Affairs, House of Representatives, 95th Congress, December 1, 1978, pp. 812-818.

"Urban Development Bank," Financing Municipal Needs, Joint Hearing, Subcommittee on Economic Growth and Stabilization, Subcommittee on Fiscal and Intergovernmental Policy, July 24, 1977, pp.4-6.

“Pitfalls in the Measurement and Interpretation of the Earnings of Migratory Farm Workers," in Migrant and Seasonal Farmworkers' Powerlessness, the Subcommittee on Migratory Labor of the Committee on Labor and Public Welfare, United States Senate Part 7-B, April15, 1970, pp. 4725-4746. Feature article in Poverty and Human Resources Abstract, June 1973.

"Priorities of Cities,” The Rebirth of the American. Hearing before the Committee on Banking, Currency, and Housing, U.S. House of Representatives, 94th Congress, September 27, 28, 29, & 30, October 1976, pp. 43-46.

"Housing Goals and Mortgage Availability," Housing and Mortgage credit: 1975-80, Hearings before the Subconm1ittee on Housing and Urban Affairs, the United States Senate, 94ih Congress, September 22, 23, & 25, 1975, pp. 425-430.

"Toward Full Employment: Minorities and the Cities," Equal Opportunity and Full Employment, Hearing before the Subcommittee on Equal Opportunities of the Committee on Education and Labor, U.S. House of Representatives, 94lh Congress, march 18, 1975, pp. 55-60.

"The Impact of the Energy Crisis," Fuel Crisis Impact on Low Income and Elderly, Hearing before the Select Committee on Nutrition and Human Needs, the United States Senate, 93rd Congress, January 22, 23, 1974. Guest Lectures and Presentations:

“Thinking Strategically about the Future and Nonprofits,” an invited executive lecture given and sponsored by the J. W. Fanning Institute for Leadership Development, University of Georgia, Athens, Georgia. January 14, 2019 UPS Inaugural Lecture, Andrew Young School of Public Policy, "Challenges of Nonprofit Leaders in a Time of Scarcity and Scrutiny," Georgia State University October 27, 2006. "Beyond Privatization and Government Failure Nongovernmental Organizations as Social Capital Assets and Agents," 1st International Conference on Planning, Planning Theory and Practice," November 22-23, 2006, Al-Balqa Applied University, Alt Salt, Jordan Book Review: of Charkharn, Jonathan P. with Helene Ploix, Keeping better company: corporate governance ten years on, Oxford, 2006, 436pp. November 2005 CHOICE Accepted to teach in National Arts Strategies courses for arts managers, 2004. Keynote Speaker, Management Center, Cyprus, November 22, 2002. "Organizing and Managing Nonprofits for Local Economic Development" at the Management Center Lefroska, Cypress, November 22, 2002. "Teaching Nonprofit Management and Finance in an MBA Program" at the National Academy for Business Education, September 22-23, 2000 Bermuda "The Authority: A Mechanism for Public Enterprise" Annual Conference of the International Association of Schools and Institutes of Administration, The China National School of Administration, Beijing, China, July 10-13, 2000. "Unintended Budgetary Consequences of Decentralization and Privatization: the Case of Cheropovetz Raion, Russia paper presented at International Institute of Administrative Sciences, Sunnydale Service College, Great Britain, 1999. Judge, KMPG-George Washington University, Cases in Nonprofits, 1996 Pennsylvania Arts Coalition, May 2, 1998. Eastern Association of College Auxiliary Services, June 5, 1988. WQED and Pittsburgh Magazine, management seminar, October 1, 1988. Southern Newspaper Publishers Association and the School of Journalism and Media & Graphic Arts, Florida A & M University, 1983. University of Virginia, 1983. Fisk University, 1982. General Counsel's conference, Federal National Mortgage association, 1978. Harvard Graduate School of Design, spring, Lecturer series, 1977. Federal Executive Institute, Oak Ridge, Tennessee, 1976. Federal Executive Institute, Charlottesville, 1976, 1983. Columbia University School of Journalism, 1974. Johns Hopkins University, Department of Geography, 1974. The National Ware College, Carlisle, Pennsylvania, 1974. University of Georgia, 1974. Goddard Space Center, 1971. Keynote Speaker, "76111 anniversary of the District of Columbia Congress of Parents and Teachers May 14, 1981. Keynote Speaker, "Second Conference on the Small city and Regional Community", March 1979. Service Abroad:

Nonprofit and Economic Development at Mediterranean Eastern University, the Management Centre and the Cypress International Institute of Management (Cypress USAID & UN Office of Project Services), 2002. Educational Planning (AID, Panama) 1970. Small Business Planning (, Lesotho) 1982 Government Policies (National Academy for Public Administration, Estonia) 1993. Privatization and Public Administration, AID (National Academy for Public Administration, Russia), 1996. Economics and Public Administration, Institute of Public Administration, Tbilisi, Republic of Georgia, (National Academy of Public Administration), 1997.

Guest Editorials:

"For the Speaker, It’s Not Over ‘til the IRS Agent Sings" Washington Post, January 26, 1997 C3. Syndicated by . "Answering the President's Call to Public Service," The Wall Street Journal, July 10, p. A 10. "Jobs and Personal Health" Washington Times, Tuesday, April 7, 1987, p. 3D. "Must Blacks pay for Rebirth of Cities?" Detroit Free Press, April 16, 1980. "The Value Added Tax," The Baltimore Sun, December 29, 1979. "Blacks: Barriers Go Beyond Discrimination," The Miami Herald and syndicated by the chain, September 11, 1977. "A Dream Come False," Social Policy, Jan. /Feb. 1976, pp. 4-6. "Crisis in Black Teen-age Unemployment," The Washington Post, March 12, 1975. "An Agenda as Varied as Black American's Problems," Washington Star-News, July 28, 1984. "Inequity," Americans for Democratic Action (convention magazine) 1974. "On Black Mayors," New York Times, April 19, 1973. "Putting Black Economic Progress in Perspective," Ebony, August 1973. "Michael Jackson Has a Tax Dilemma," Washington Post, Sunday, August 1984, p. CS. This also appeared in the Boston Globe.

News participation: (half-hour or more):

"Nonprofits" Public Radio, Washington, D.C., August 25, 1988. “The McNeil-Lehrer Report," 1981. Topic, Population Undercount. "It's Your Business," U.S. Chamber of Commerce. Topic, Minimum Wage, December 6, 1980. "National Public Radio, 1974, 1976, 1977, on problems of American cities. (1976 was a one- hour special on my work on small cities and 1974 was a half-hour). Tom Braden & Pat Buchanan, WRC, September 19, 1980. "America's Black Forum," January 1981. "Morning Break" (CBS), "President's Economic Policy,' February 19, 1980.”Joel Spivak," WRC, 1982. "Black Horizons," WVAL Television, Baltimore, Maryland, January 2, 1977. "Crossfire (ABC), October 9, 1976. Interview based on book 11Crime a Police View." "Dimension Washington" (NBC), March 30, 1975, "Urban Governments,'' "Topic" (ABC [hosted]) "Coping with the Energy Crisis," March 17, 1974. NBC (host), "Helping cities Function," November 1974. ABC, Chicago, "Urban Governance," August 1974. "Harambee" (CBS), "Full Employment," September 27, 1974. WHUR Urban Governance,” October 15, 1974. WNBC (New York), "Positively Black," November 1974. "Harambee," (CBS), "Economic Progress" discussion with Ben Wattenberg and Carol Randolph, 1973.

Major news reference: (approximately entire article):

Tom Wicker, New York Times, "Some Figures Aren't So Impressive," August 12 1973. Tom Wicker, New York Times, "Up the Ladder, But How Fast?" July 22, 1973. Tom Wicker, New York Times, "Black Jobs: Dilemma for Carter," November 23, 1976. Tom Wicker, New York Times, "Economics without a Helmet," July I, 1975. Ronald D. White, The Washington Post, "Montgomery Council is Stymied," Jan. 13, 1982. William Raspberry, The Washington Post, "A New Job for the NAACP," September 19, 1982. Rochelle L. Stanfield, , "Small Town America Losing Its Independence," October 7, 1978. Warren Brown, The Washington Post, "Bedroom Areas Tum into Cities," March 4, 1978. Karen DeWitt, National Journal, "Shortages Hit Poor Hardest," February 16, 1974.

* These are only examples. There are at least 13 other citations in the Washington Post, 5 in , and others in the U.S News and World Report, the Chicago Tribune and the Times, USA Today.

Public Policy Panels (nonmembership) and Conferences:

Harvard University, Training Elected Officials, 1975. The Brookings Institution, Urban Development Banking, 1977. Smithsonian Institute (Research Institute on Immigration and Ethnic Studies, Immigration, 1978. National Academy of Public Administration, facilitating the Use of Federally Sponsored Public Management Research by State and Local Government Officials, 1980. Regional Science Association, Urban and Regional Labor Markets, Groningen, The Netherlands, 1982. National Council for Urban Economic Development Strategic Planning Applications, 1984. Black Enterprise, The Economy, 1976. U.S. News and Work Report, annual leaders' surveys, since 1977. National League of Cities, 50th Congress of Cities, "Community Profile of the Urban Community", and "Stagflation and the Poor, the Role of Local Government,"1974. U.S. Conference of Mayors, Employment and Training Council Annual Meeting, 1981. U.S. Office of Personnel Management, "Setting Public Management Research Agenda: Integration the Sponsor, Producer and User," November 20, 1970. University of Cologne, Germany, Labor Mobility, 1961. American Association for the Advancement of Science, Regional Econometric Models, 1971. W.E.B. DuBois Conference, Atlanta, 1974. American Sociological Association, Employment Problems, Denver 1971. American Sociological Association, Employment Problems, Denver 1971. National Science Foundation, Mary Holmes College, Research project on Rural Blacks, 1973. Coordinator or Conference of problems of Inner City Food Distribution, sponsored by the Center for Productivity and Quality of Working Life and Joint Center for Political Studies, 1977. PUSH for Excellence:" A Challenge to a Whole Generation," 1976. The Association for the Study of Negro Life and History, "Twentieth Century Urban Blacks, North and South," October 1970.